GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$31.7M
3
+$16.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.3M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.51%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.03%
+54,874
27
$2.53M 1%
+58,621
28
$2.51M 0.99%
+24,819
29
$2.4M 0.94%
+57,724
30
$2.19M 0.86%
+31,991
31
$2.16M 0.85%
+41,283
32
$2.07M 0.81%
+18,919
33
$1.96M 0.77%
+19,288
34
$1.79M 0.71%
+104,025
35
$1.76M 0.69%
+58,657
36
$1.76M 0.69%
+42,153
37
$1.67M 0.66%
+109,329
38
$1.41M 0.56%
+29,592
39
$1.36M 0.53%
+9,808
40
$1.34M 0.53%
+66,934
41
$1.22M 0.48%
+40,198
42
$1.2M 0.47%
+16,724
43
$1.17M 0.46%
+40,310
44
$1.07M 0.42%
+27,952
45
$1.02M 0.4%
+11,298
46
$1.01M 0.4%
+17,492
47
$904K 0.36%
+18,598
48
$873K 0.34%
+9,300
49
$786K 0.31%
+7,237
50
$773K 0.3%
+19,986
1
2
3 4